Posted by armcat 9 hours ago
Google, NVIDIA, OpenAI, MSFT…
GNOM…oh wait no
The strategy that I’ve heard said out loud now by all the major technology companies is “we’re all doing it (AI) together”
In my view this was more or less the political result of the White House summit
So I think we’re seeing what is basically going to be a giant amorphous set of collaborations such that nobody gets taken down, and the whole market doesn’t collapse
If Alphabet, OAI, MSFT, AMZ…etc all agree to be interoperable then they will be acting more or less as a single body in tension.
Whether that’s good or not is a question of your worldview but I think that’s the strategy
However if you look at the trust busting era what preceded it was this exact kind of private “cooperation” to prevent government involvement
MOM-NG GNOMM NGMOM MGNOM MGMNO MGMON ONMGM NOMGM NOMMG
Google Cloud is competing with AWS. Amazon has Bedrock so Google needs to keep up with them by serving both Claude and GPT, along with Gemini and open models.
They definitely need to have a better name if they're going to use 3p models
bc the alpha is not the model, the alpha is having the physical infra (chips, power, etc).
Google has been hosting part of Anthropic's load long before that deal. They had a big degradation due to compiler bug for TPUs in an optimization they made to work around TPUs not being able sample from the logits efficiently.